Charles Schwab Corporation
211 Main St, San Francisco, CA 94105
Founded in1989, Charles Schwab Investment Management provides discretionary investment advisory services to managed account clients. The firm has more than $230 billion in assets. It also manages several mutual funds that use the Schwab Equity Ratings to guide security selection. In addition, Charles Schwab Investment Management handles risk by diversifying the industry mix of model portfolios. Its products include large cap growth and core and dividend and small cap equity managed accounts. The firm is registered with the U. S. Securities and Exchange Commission. Charles Schwab Investment Management is an affiliate of Charles Schwab & Company, which is a provider of investment guidance and portfolio planning services.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Phone: 415-667-1009
Fax: 415-627-8538
TollFree: 800-435-4000
- Neighborhoods
- Financial District, Northeast San Francisco
- AKA
Charles Schwab Investment Management, Inc
Charles Schwab Trust Co
Charles Schwab & Company Inc
The Charles Schwab Corporation
- Other Links
- Other Emails
- Categories
- Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
Suggest an Edit